Professional Summary: 25 years of experience in the Fixed Income/Debt Capital Markets. Proficient across several disciplines including Municipal, Mortgage, Corporate, Structured bonds. Experience with broker dealer operations, policies and procedures as well as Investment Banking knowledge and experience. Implemented, designed, negotiated and executed business strategies. Talent acquisition, development and management.

Highlights:

• High Net Worth
• Retail
• Underwriting
• Capital markets
• Management
• MBS
• Policies and Procedures
• RIA
• Risk Management
• Municipal Bonds
• Fixed INcome
• Business Development and Strategy
• Business Build Out